Schwallier Wealth Management LLC

Position in IVZ — Invesco Ltd.

CIK 1934951 GRAND RAPIDS, MI

Position in IVZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,911,623

New position

Shares Held

30,405

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

3.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Schwallier Wealth Management LLC holds $6,683,245 across 3 Asset Management names. IVZ ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	30,405	$4,911,623
2	CEF	Sprott Physical Gold & Silver Trust	24,114	$970,106
3	MPV	Barings Participation Investors	47,596	$801,516

No holdings records found for this institution in IVZ.